Welch Family Wealth Management experts host Som Seif, founder and CEO of Purpose Investments, the award-winning institutional and retail investment manager to discuss what you need to know during these turbulent market times of COVID-19.

Also joining the panel is Welch LLP partner, Chris Meyers CA, CPA, who is the former Deputy Chief Financial Officer for IRCC, as well as, formerChief Financial Officer for the Department of Finance.

Topics will include:

What's different in the current market environment compared to previous market downturns

Where is there value now, what to avoid, and what to look for on the recovery side

Canadian fiscal commentary, including a 6- to 24-month view, as well as impact of stimulus, debt and economic recovery

Strategies to consider for effective family decision-making and optimal financial positioning in the downturn.

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Meet the Speakers.

Micheal Burch FCPA, FCA, CFP - Managing Partner @ Welch LLPMicheal joined the Welch LLP team in 1978 after graduating from the University of Ottawa, where he received his Bachelor of Administration degree. He went on to receive his Chartered Account (CA) designation in 1981 and his Certified Financial Planner (CFP) designation thereafter. As a specialist Micheal initially concentrated in all areas of taxation – corporate and personal. This expertise was subsequently augmented with his extensive exposure to financial and estate planning, as well as cross-border consulting.

Som Seif, Founder & CEO @ Purpose Investments Inc.Som Seif is the founder and Chief Executive Officer of Purpose Investments Inc., which he formed following the sale of Claymore Investments to BlackRock Inc. in March 2012. At the time, Claymore Investments organically grew to $8 billion in assets and established itself as a Canadian leader in bringing intelligent, low-cost investment products to investors through its family of 34 exchange-traded funds across broad asset classes.

Elliott Bourgeois, M.Sc. - Manager, Wealth Management @ Welch LLPElliott Bourgeois received his Master of Management Science (MSc) and Bachelor of Commerce from the Telfer School of Management at the University of Ottawa, both in Finance, and began working with Welch LLP in 2018. Previously, he’s taught finance fundamentals through UofO, followed by finance roles at one of Canada’s large financial institutions and export credit agency.

Chris Meyers, CPA, CA - Partner @ Welch LLP

Chris began his career as a student with Welch in 1998, and left the firm temporarily to take on roles with the Bank of Canada, the Department of Finance Canada and Immigration, Refugees and Citizenship Canada (IRCC). He served as Deputy Chief Financial Officer for IRCC as well as Chief Financial Officer for the Department of Finance.